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Heritage Wealth Management (California)’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Heritage Wealth Management (California)’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,432
Closed -$211K – 124
2024
Q3 		$211K Buy
8,432
+160
+2% +$3.99K 0.15% 91
2024
Q2 		$204K Buy
8,272
+154
+2% +$3.79K 0.15% 85
2024
Q1 		$202K Buy
+8,118
New +$203K 0.15% 86

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (California)'s PWZ Position: Q4 2024 in Review

Heritage Wealth Management (California) sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2024, closing a stake of 8,432 shares — an estimated $211K sold.

Heritage Wealth Management (California) first reported a position in PWZ in Q1 2024 and held it in 3 quarters. The position peaked at $211K in Q3 2024. 110 funds tracked by Wall St. Rank hold PWZ as of Q4 2024.

  • Heritage Wealth Management (California) reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 8,432 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $211K.
  • Heritage Wealth Management (California) first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • Heritage Wealth Management (California)'s Invesco California AMT-Free Municipal Bond ETF position peaked at $211K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2024, filed 11 Feb 2025.